Daily scan of 13 Xueqiu influencers on 2026-08-01. Today: 12/13 covered (Youmei not retrievable). Key theme: early signs of a style rotation — crowded tech (semiconductors/storage) rolling over while dividend ‘old-economy’ names bounce, yet value funds still hurt; the ChangXin (长鑫) IPO became an emotional pivot; Duan Yongping keeps building his Pop Mart stake while selling puts on AI/storage and preaching against leverage.
- Chaoji Ludinggong
- Liuyi Jushi
- Guan Wocai
- qzy69
- HIS1963
- Zhengqq
- Erniao Shuo
- Zhang Yizhen
- Taotie Hai
- Shan Xing
- Xiao Kashu
- Youmei — not retrievable today (generic screen name)
- Dadao Wuxing(Duan Yongping)
